CPWM
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Cypress Point Wealth Management’s Unilever UL Stock Holding History

Cypress Point Wealth Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,147
Closed -$553K – 190
2020
Q4 		$553K Buy
+8,147
New +$553K 0.84% 41

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Cypress Point Wealth Management's UL Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Unilever (UL) in Q1 2021, closing a stake of 8,147 shares — an estimated $553K sold.

Cypress Point Wealth Management first reported a position in UL in Q4 2020 and held it in 1 quarter. The position peaked at $553K in Q4 2020. 1,032 funds tracked by Wall St. Rank hold UL as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 8,147 Unilever shares in Q1 2021, an estimated $553K.
  • Cypress Point Wealth Management first reported a position in Unilever in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Unilever position peaked at $553K in Q4 2020.
  • 1,032 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.